Bnc Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Bnc Wealth Management, LLC
- $271 Million
- Q3 2024
A detailed history of Bnc Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bnc Wealth Management, LLC holds 19,654 shares of SCHB stock, worth $434,549. This represents 0.48% of its overall portfolio holdings.
Number of Shares
19,654
Previous 21,336
7.88%
Holding current value
$434,549
Previous $1.34 Million
2.54%
% of portfolio
0.48%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio